CS01b+(022022)
CS01b+(022022)
Print Reset
REMINDER: Should the change of personal details render any incorrect or incomplete information about your tax residency on our record, you are required to provide
Manulife an updated self-certification form within 30 days.
提示:如是次更改個人資料將導致您於我們的記錄上有關稅務居民身份的資料不正確或不完整,您必須在 30 天內向宏利提供更新的稅務居民自我證明。
□ Change of Name 更改姓名
✔
Please attach the following documents. Fax copy is not acceptable.
1. Certified true copy of Deed Poll or other legal documents, e.g. Certificate issued by Immigration Department, Marriage Certificate, etc.; and
2. Copy of ID card, Passport or Birth Certificate.
請附上以下文件,恕不接受傳真副本。
1. 轉名契據或其他法律文件(如入境事務處發出的證書、結婚證書等)的核實副本;及
2. 身份證、護照或出生證書副本。
□ Correction of Name 更正姓名
Please attach copy of ID card/Passport, Birth Certificate or other legal documents. 請附上身份證/護照、出生證書或其他法律文件副本。
X
Signature(s) of Policyowner(s)/Account/Certificate Holder(s)/Sub-Scheme Member Date Signed (DD/MM/YYYY)
保單/帳戶/證書持有人/附屬計劃成員簽署 簽署日期 (日/月/年)
Notes 注意事項
Please return your completed form By Mail to “Customer Contact Centre, Manulife (International) Limited, 21/F, Tower A, Manulife Financial Centre, 223 - 231 Wai Yip
Street, Kwun Tong, Kowloon, Hong Kong”. If you have any questions, please contact your Manulife Advisor or contact our Customer Service on 2108 1188.
請將填妥的表格寄往「香港九龍觀塘偉業街 223-231 號宏利金融中心 A 座 21 樓宏利人壽保險(國際)有限公司客戶聯絡中心」。閣下如有任何查詢,請聯絡閣下之宏利顧問
或致電客戶服務 2108 1188 。
*OBJTCLNCHGFORM*
The Chinese version of this form is for reference only. In the event of conflicts between the Chinese and the English versions, the English version shall prevail. CS01b(02/2022)
此表格之中文譯本只供參考之用,若與英文有異,一概以英文為準。 20130401-01 20150119_M
*OBJTCLNCHGFORM*
Manulife (International) Limited (Incorporated in Bermuda with limited liability)
宏利人壽保險(國際)有限公司 (於百慕達註冊成立之有限責任公司)
Page 頁次 1/9
notice to Customers relating to the Personal Data (Privacy) ordinance
(Version 20130401-01)
Definitions (f) any purposes in connection with any claims made by or against
or otherwise involving customers in respect of any products
1. “Data access request”, “data correction request”, “data subject”,
and/or services including but not limited to making, defending,
“data user”, “direct marketing”, “matching procedures” and
analysing, investigating, processing, assessing, determining or
“personal data” used throughout this Notice shall have the meaning
responding to such claims;
as defined in the Ordinance.
(g) providing investment management services, dealing and advisory
For the purpose of this Notice:
services, custody services and other services under the terms
“customers” shall mean data subjects and include (but not be and conditions of the accounts a customer holds with Manulife;
limited to) existing and prospective insurance policy owners, (h) performing any functions and activities related to products
insured, beneficiaries and other persons designated or entitled to and/or services including but not limited to marketing, audit,
receive moneys and/or other benefits under an insurance policy; and reporting, research, analysis, reinsurance, and general servicing
members under an occupational retirement scheme; and scheme and maintenance of online and other services;
members under a mandatory provident fund scheme; and share/unit (i) researching and/or designing products and/or services for
holders of investment funds. customers, and promoting, improving and furthering the
“Hong Kong” shall mean the Hong Kong Special Administrative provision of products and/or services;
Region. (j) conducting matching procedures (as defined in the Ordinance,
but broadly includes comparison of two or more sets of the data
“Manulife” shall mean Manulife (International) Limited, Manulife subject’s data, for purposes of taking actions adverse to the
Provident Funds Trust Company Limited, Manulife Asset interests of the data subject, such as declining an application);
Management (Hong Kong) Limited, or a Manulife Fund (as the case
(k) making disclosure under and/or complying with the requirements
may be) in respect of its respective customers.
of any law, rules, regulations, codes of practice, guidelines or
“Manulife fund” shall mean any investment fund sponsored or guidances binding on or applicable to Manulife or any member of
managed from time to time by a member of the Manulife Group Manulife Group (whether within or outside Hong Kong) including
(including but not limited to Manulife Global Fund and Manulife but not limited to making disclosure to local or foreign regulators,
Advanced Fund SPC) and “Manulife funds” shall mean all such governmental bodies, industry recognised bodies (whether
investment funds. within or outside Hong Kong) such as federations or associations
of insurers, credit reference agencies or auditors;
“Manulife Group” shall mean Manulife Financial Corporation and
its subsidiaries and affiliates (including but not limited to Manulife (l) complying with any contractual or other commitment or
(International) Limited, Manulife Provident Funds Trust Company arrangement with local or foreign regulators, governmental
Limited, Manulife Asset Management (Hong Kong) Limited), and bodies, or industry recognised bodies (whether within or
Manulife Funds. The rights and obligations of each member of outside Hong Kong) that is assumed by or imposed on Manulife
Manulife Group under this Notice are several and not joint. No or any member of Manulife Group by reason of its financial,
member of Manulife Group shall be liable for an act or omission by commercial, business or other interests or activities in or related
another member of Manulife Group. to the jurisdiction of the relevant local or foreign regulators,
governmental bodies, or industry recognised bodies;
“ordinance” shall mean Personal Data (Privacy) Ordinance.
(m) for operational purposes, credit assessment, credit scoring
models or statistical analysis (including in each case, behaviour
ColleCtion analysis and evaluation on the overall relationship with Manulife
2. From time to time, it is necessary for customers to supply Manulife Group which includes using such data to comply with any
with personal data in connection with the establishment or obligations, requirements, policies, procedures, measures or
continuation of business relationship, or provision of products or arrangements for sharing data and information within Manulife
services. Failure to supply such data may result in Manulife being Group and/or other use of data and information in accordance
unable to establish or continue the business relationship, or provide with any Manulife Group-wide programmes for compliance
products or services. with sanctions or prevention or detection of money laundering,
3. It is also the case that personal data are collected or received by terrorist financing or other unlawful activities), whether on the
Manulife from and/or in respect of customers in the ordinary course data subjects or otherwise;
of the continuation of the business relationship, for example, when (n) exercising any rights Manulife may have in connection with the
an application is made for a change of beneficiary/insured member provision to customers of products and/or services;
under the insurance policy; or when notification is made by the (o) conducting identity and/or credit checks;
employer of a change of employment/address of an employee
member of an occupational retirement scheme/mandatory provident (p) determining any amount of indebtedness owing to or from
fund scheme; or when a joint share holder of an investment fund customers, and collecting and recovering any amount owing
applies for investment fund switching. from customers or any person who has provided any security or
undertaking for customers’ liabilities;
PurPoses (q) enabling an actual or proposed assignee, transferee, participant
4. The purposes for which personal data of a customer may be used or sub-participant of the rights or business of Manulife or any
will vary depending on the nature of the customer’s relationship with member of Manulife Group to evaluate the transaction intended
Manulife. Such purposes may include the following: to be the subject of the assignment, transfer, participation or
sub-participation;
(a) processing, assessing and determining applications or requests
made by customers for products and/or services; (r) purposes specifically provided for in any particular service or
product offered by Manulife;
(b) administering, maintaining, managing and operating products
and/or services provided to customers; (s) any purposes relating to the above (including seeking professional
advices) or any other purposes in accordance with the general
(c) confirming customer’s identity and uniquely identifying customer; policies of Manulife or any member of Manulife Group in relation to
(d) confirming the accuracy of the information collected; insurance, occupational retirement schemes, mandatory provident
(e) understanding customer’s financial situation better, evaluating fund schemes, investment funds, wealth management services and
customer application, assessing the risks Manulife is assuming other financial products and services as set out in notices, circulars,
and reviewing claims submitted to Manulife; or other terms and conditions made available by Manulife or any
member of Manulife Group to customers from time to time.
Version 20130401-01
Page 頁次 2/9
transferees their individual advisors or intermediaries) through which the
products and/or services were purchased or applied for.
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/ Manulife may not so use the data unless it has received the
or entities (whether within or outside Hong Kong) for any of the customer’s consent to the intended use.
purposes set out in paragraph 4 above:
ProVision of Personal Data for use in DireCt
(a) any person in connection with any claims made by or against or MarKetinG
otherwise involving customers in respect of any products and/or
7. Manulife intends to provide, from time to time and for money and
services;
other property, customer’s personal data to Manulife Group (other
(b) any agent, contractor or third party service provider who provides than Manulife itself) for use by Manulife Group in direct marketing of
administrative, telecommunications, computer, information the following products and services:
technology, payment, data processing or storage, marketing,
(a) insurance, provident funds and/or schemes, investment funds,
mailing, printing, telemarketing, customer satisfaction analysis,
wealth management services, or other financial products and
or other services to Manulife or any member of Manulife Group
services;
in connection with the operation of business, including any
custodian, administrator, investment manager, investment (b) reward, loyalty or privilege programmes and related products
advisor or distributor; and services;
(c) any credit reference agencies or, in the event of default, any debt (c) products and services of co-branding partners of any member
collection agencies; of Manulife Group (the names of such co-branding partners can
be found in the application form(s) for the relevant products and
(d) any advisor (including his or her employees) or other intermediary
services as the case may be).
(including their employees);
(e) reinsurers and medical service providers; Only the following kinds of personal data of the customer may be
(f) employers of the customers; provided to Manulife Group (other than Manulife itself) for use by
Manulife Group in such direct marketing:
(g) any person which has undertaken to Manulife or any member of
Manulife Group to keep such data confidential; (a) name;
(h) any actual or proposed assignee, transferee, participant or (b) gender;
sub-participant of the rights or business of Manulife or Manulife (c) date of birth;
Group;
(d) part of identity card or passport number;
(i) any member of Manulife Group;
(e) contact information (including but not limited to phone number,
(j) any person to whom Manulife or any member of Manulife Group fax number, email address, correspondence address and
is under an obligation or otherwise required to make disclosure residential address);
under the requirements of any law, rules, regulations, codes of
(f) information about the products and/or services the customer has
practice, guidelines or guidances binding on or applicable to
purchased or applied, including the distribution channels (including
Manulife or any member of Manulife Group including but not
their individual advisors or intermediaries) through which the
limited to any local or foreign regulators, governmental bodies,
products and/or services were purchased or applied for.
or industry recognised bodies;
Manulife may not so provide the data unless it has received the
(k) any person to whom Manulife or any member of Manulife Group
customer’s written consent to the intended provision.
is under an obligation or otherwise required to make disclosure
pursuant to any contractual or other commitment or arrangement 8. Under the Ordinance, a data subject has the right to:
with local or foreign regulators, governmental bodies, or industry
recognised bodies (whether within or outside Hong Kong) (a) request access to his or her personal data;
that is assumed by or imposed on Manulife or any member of (b) request correction of any of his or her personal data which is
Manulife Group by reason of its financial, commercial, business inaccurate;
or other interests or activities in or related to the jurisdiction of (c) ascertain a data user’s policies and practices in relation to
the relevant local or foreign regulators, governmental bodies, personal data;
industry recognised bodies.
(d) be informed of the kind of personal data held by the data user;
use of Personal Data in DireCt MarKetinG (e) be informed of the main purposes for which personal data held
6. Manulife intends to use, from time to time, customer’s personal data by the data user are or are to be used;
in direct marketing of the following products and services: (f) make data access request and data correction request through
the channel set out in paragraph 9 below.
(a) insurance, provident funds and/or schemes, investment funds,
wealth management services, or other financial products and 9. In accordance with the provisions of the Ordinance, Manulife has
services; the right to charge a reasonable fee for processing any data access
(b) reward, loyalty or privilege programmes and related products request. Requests may be made in writing to the Privacy Officer at:
and services;
(c) products and services of co-branding partners of any member Manulife (International) Limited
of Manulife Group (the names of such co-branding partners can 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
be found in the application form(s) for the relevant products and Kwun Tong, Kowloon, Hong Kong.
services as the case may be).
Only the following kinds of personal data of the customer may be Manulife Provident Funds Trust Company Limited
used in such direct marketing: 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
(a) name; Kwun Tong, Kowloon, Hong Kong.
(b) gender;
(c) date of birth; Manulife Asset Management (Hong Kong) Limited
22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
(d) part of identity card or passport number; Kwun Tong, Kowloon, Hong Kong.
(e) contact information (including but not limited to phone number,
fax number, email address, correspondence address and Manulife Global Fund, Manulife Advanced Fund SPC, or any of other
residential address); Manulife Funds
(f) information about the products and/or services the customer has 22/F., Tower A, Manulife Financial Centre, 223-231 Wai Yip Street,
purchased or applied, including the distribution channels (including Kwun Tong, Kowloon, Hong Kong.
Version 20130401-01
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有關《個人資料(私隱)條例》的客戶通知
(20130401-01 版本)
定義 推廣、審計、報告、研究、分析、再保險以及一般服務和維持網上及其
1. 本通知中使用的「查閱資料要求」、「改正資料要求」、「資料當事人」、 他服務;
個人資料在直接促銷中的使用 9. 根據《條例》規定,宏利有權就處理任何查閱資料要求收取合理費用。要
6. 宏利擬在下列產品和服務的直接促銷中不時使用客戶的個人資料: 求可以書面形式提交給個人資料主任:
(a) 保險、公積金及/或公積金計劃、投資基金、財富管理服務或其他金
融產品和服務; 宏利人壽保險(國際)有限公司
(b) 獎勵、忠誠度或特權計劃及相關產品和服務; 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(合作品牌夥伴名
稱見相關產品和服務(視情況而定)的申請表)。 宏利公積金信託有限公司
在該等直接促銷中,僅可使用下列類型的客戶個人資料: 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(a) 姓名;
(b) 性別; 宏利資產管理(香港)有限公司
(c) 出生日期; 香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(d) 身份證或護照號碼的一部分;
(e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址 宏利環球基金、宏利盈進基金SPC、或任何其他宏利基金
及住宅地址);
香港九龍觀塘偉業街223-231號宏利金融中心A座22樓
(f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
及/或服務的分銷渠道(包括其個人顧問或中介機構)。
除非宏利已經就擬議使用獲得客戶的同意,否則不得如上所述使用資
料。
提供個人資料作直接促銷
7. 宏利擬向宏利集團(除宏利本身之外)不時提供客戶的個人資料供宏利
集團就下列產品和服務作直接促銷之用,以換取金錢和其他財產:
(a) 保險、公積金及/或公積金計劃、投資基金、財富管理服務或其他金
融產品和服務;
(b) 獎勵、忠誠度或特權計劃及相關產品和服務;
(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(該等合作品牌夥
伴名稱見相關產品和服務(視情況而定)的申請表)。
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Manulife Personal Information Collection Statement
(Version 20150119_M)
Version 20150119_M
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(r) purposes specifically provided for in any particular service or Only the following kinds of personal data of the customer may be
product offered by Manulife; used in such direct marketing:
(s) any purposes relating to the above (including seeking (a) name;
professional advices) or any other purposes in accordance with (b) gender;
the general policies of Manulife or any member of Manulife Group
in relation to insurance, pension funds or schemes, investment (c) date of birth;
funds, wealth management services and other financial products (d) part of identity card or passport number;
and services as set out in notices, circulars, or other terms (e) contact information (including but not limited to phone number,
and conditions made available by Manulife or any member of fax number, email address, correspondence address and
Manulife Group to customers from time to time. residential address);
Manulife will fully comply with the Act in processing Sensitive Data. (f) information about the products and/or services the customer
has purchased or applied, including the distribution channels
TRANSFEREES (including their individual advisors or intermediaries) through which
the products and/or services were purchased or applied for.
5. Personal data of a customer held by Manulife will be kept confidential
but Manulife may transfer such data to the following persons and/or Manulife may not so use the data unless it has received the
entities (whether within or outside Macao) for any of the purposes set customer’s consent to the intended use.
out in paragraph 4 above:-
(a) any person in connection with any claims made by or against or PROVISION OF PERSONAL DATA FOR USE IN DIRECT
otherwise involving customers in respect of any products and/or MARKETING
services; 7. Manulife intends to provide, from time to time and for money and
(b) any agent, contractor or third party service provider who provides other property, customer’s personal data to Manulife Group (other
administrative, telecommunications, computer, information than Manulife itself) for use by Manulife Group in direct marketing of
technology, payment, data processing or storage, marketing, the following products and services:
mailing, printing, telemarketing, customer satisfaction analysis, (a) insurance, pension funds and/or schemes, investment funds,
or other services to Manulife or any member of Manulife Group wealth management services, or other financial products and
in connection with the operation of business, including any services;
custodian, depository, administrator, investment manager,
(b) reward, loyalty or privilege programmes and related products
investment advisor or distributor;
and services;
(c) any credit reference agencies or, in the event of default, any debt
(c) products and services of co-branding partners of any member
collection agencies;
of Manulife Group (the names of such co-branding partners can
(d) any advisor (including his or her employees) or other intermediary be found in the application form(s) for the relevant products and
(including their employees); services as the case may be).
(e) reinsurers and medical service providers; Only the following kinds of personal data of the customer may be
(f) employers of the customers; provided to Manulife Group (other than Manulife itself) for use by
(g) any person which has undertaken to Manulife or any member of Manulife Group in such direct marketing:
Manulife Group to keep such data confidential; (a) name;
(h) any actual or proposed assignee, transferee, participant or (b) gender;
sub-participant of the rights or business of Manulife or Manulife (c) date of birth;
Group; (d) part of identity card or passport number;
(i) any member of Manulife Group; (e) contact information (including but not limited to phone number,
(j) any person to whom Manulife or any member of Manulife Group fax number, email address, correspondence address and
is under an obligation or otherwise required to make disclosure residential address);
under the requirements of any law, rules, regulations, codes of (f) information about the products and/or services the customer
practice, guidelines or guidances binding on or applicable to has purchased or applied, including the distribution channels
Manulife or any member of Manulife Group including but not (including their individual advisors or intermediaries) through
limited to any local or foreign regulators, governmental bodies, which the products and/or services were purchased or applied
or industry recognised bodies; for.
(k) any person to whom Manulife or any member of Manulife Group Manulife may not so provide the data unless it has received the
is under an obligation or otherwise required to make disclosure customer’s written consent to the intended provision.
pursuant to any contractual or other commitment or arrangement
with local or foreign regulators, governmental bodies, or 8. Under the Act, a data subject has the right to:-
industry recognised bodies (whether within or outside Macao) (a) request access to his or her personal data;
that is assumed by or imposed on Manulife or any member of
(b) request correction of any of his or her personal data which is inaccurate;
Manulife Group by reason of its financial, commercial, business
or other interests or activities in or related to the jurisdiction of (c) be informed of the kind of personal data held by the controller;
the relevant local or foreign regulators, governmental bodies, (d) be informed of the main purposes for which personal data held
industry recognised bodies. by the controller are or are to be used;
(e) make data access request and data correction request through
USE OF PERSONAL DATA IN DIRECT MARKETING the channel set out in paragraph 9 below.
6. Manulife intends to use, from time to time, customer’s personal data 9. In accordance with the provisions of the Act, Manulife has the right
in direct marketing of the following products and services: to charge a reasonable fee for processing any data access request.
(a) insurance, pension funds and/or schemes, investment funds, wealth Requests may be made in writing to the Privacy Officer at:-
management services, or other financial products and services;
Manulife (International) Limited
(b) reward, loyalty or privilege programmes and related products Macao Administration Office, Avenida De Almeida Ribeiro
and services; No. 61, Circle Square, 14 andar A, Macao
(c) products and services of co-branding partners of any member of
Manulife Group (the names of such co-branding partners can be
found in the application form(s) for the relevant products and
services as the case may be).
Version 20150119_M
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宏利個人資料收集聲明
(20150119_M版本)
定義 (c) 確認客戶身份並識別客戶;
20150119_M 版本
Page 頁次 8/9
供的通知、通告或其他條款和條件中所述的其他金融產品和服務相關的 (f) 客戶已購買或申請的產品及/或服務的資料,包括購買或申請的產品
任何其他目的。 及/或服務的分銷渠道(包括其個人顧問或中介機構)。
當處理敏感資料時,宏利將完全遵守《法律》。 除非 宏 利 已 經 就 擬 議 使 用 獲 得 客 戶的 同 意,否則 不 得 如 上 所 述 使
用資料。
承轉人
5. 宏利持有的客戶個人資料將予以保密,但宏利可就上文第4條所載的任何 提供個人資料作直接促銷
目的將該等資料移轉給下列人士及/或實體(無論在澳門境內還是境外): 7. 宏利擬向宏利集團(除宏利本身之外)不時提供客戶的個人資料供宏利
(a) 保險、退休基金及/或退休金計劃、投資基金、財富管理服務或其他
金融產品和服務; 9. 根據《法律》規定,宏利有權就處理任何查閱資料要求收取合理費用。要
求可以書面形式提交給個人資料主任:
(b) 獎勵、忠誠度或特權計劃及相關產品和服務;
(c) 宏利集團任何成員的合作品牌夥伴的產品和服務(合作品牌夥伴名
宏利人壽保險(國際)有限公司
稱見相關產品和服務(視情況而定)的申請表)。
澳門新馬路61號永光廣場十四樓A
在該等直接促銷中,僅可使用下列類型的客戶個人資料:
(a) 姓名;
(b) 性別;
(c) 出生日期;
(d) 身份證或護照號碼的一部分;
(e) 聯絡資料(包括但不限於電話號碼、傳真號碼、電郵地址、通訊地址
及住宅地址);
20150119_M 版本
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